Skip to main content
Solved

How to change the 'Automtically Apply Amount Paid' value in the AR module.

  • March 19, 2025
  • 4 replies
  • 100 views

We are new to Acumatica and am trying to find the setting for the check box for ‘Automatically Apply Amount Paid’ under the Receivables-->Payments and Applications-->Add a new payment→ Load Documents tab--the screen with a title of ‘Load Options’ will popup and in the popup is the value I am attempting to find to uncheck the box.  I have looked in preferences and it is not there as well as programs which may load the ‘Load Options’ popup.  Please see the attached.  Any help will be appreciated.  Thanks.

Best answer by DrewNisley

This would require a simple customization to the ARPaymentEntry.LoadOptions DAC.

using PX.Data;

public class LoadOptionsExt : PXCacheExtension<PX.Objects.AR.ARPaymentEntry.LoadOptions>
{
    [PXMergeAttributes(Method = MergeMethod.Append)]
    [PXDefault(false)]
    public virtual bool? Apply { get; set; }
    public abstract class apply : PX.Data.BQL.BqlBool.Field<apply> { }
}

If you are not accustomed to customizations, talk to your VAR about this.

4 replies

  • Author
  • Freshman I
  • March 19, 2025

 


DrewNisley
Pro I
Forum|alt.badge.img+3
  • Pro I
  • Answer
  • March 19, 2025

This would require a simple customization to the ARPaymentEntry.LoadOptions DAC.

using PX.Data;

public class LoadOptionsExt : PXCacheExtension<PX.Objects.AR.ARPaymentEntry.LoadOptions>
{
    [PXMergeAttributes(Method = MergeMethod.Append)]
    [PXDefault(false)]
    public virtual bool? Apply { get; set; }
    public abstract class apply : PX.Data.BQL.BqlBool.Field<apply> { }
}

If you are not accustomed to customizations, talk to your VAR about this.


nhatnghetinh
Captain II
Forum|alt.badge.img+11
  • Captain II
  • March 20, 2025

Hi ​@Phalbert 

Please refer to the post below that has a question similar to yours. It may be helpful to you.

 

 

Best Regards,

NNT


ricoybanez
Jr Varsity III
Forum|alt.badge.img+3
  • Jr Varsity III
  • March 21, 2025

hello ​@Phalbert 

Go to Customer Profile (AR3030PL) and ‘UNCHECK’ the [AUTO APPLY PAYMENTS] as shown below: